Gregory Defelice is a registered investment advisor at Defelice Capital Management LLC, based in Brentwood, TN, with 21 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable for accounts over $50 million.
Fee Estimator
Location
Brentwood, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Defelice Capital Management LLC
Previous Registrations
Defelice Capital Management LLC
State Registrations1 state
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